Company Profile

CARR insider trades (13 months) →

Today's multi-factor rank: 381 of 466 · see the ranking

Quant500 Scores

Momentum

4.2/10

Value

4.7/10

Growth

4.8/10

Quality

4.4/10

Multifactor

4.5/10

Market and Valuation

Price & Market

Prev Close Price:$54.39

Open:$54.63

Day's Low:$52.96

Day's High:$54.85

Bid / Ask:-

Market Cap:44.75B

Enterprise Value:55.79B

52-Week Range

52-Week Low:$50.24

52-Week High:$76.76

Current position in 52-week range

52w Low-52w High

50-Day Avg:$62.42

200-Day Avg:$61.54

Volume

Volume Today:21,324,856

Avg Volume (3m):6,150,783

Avg Volume (10d):6,513,890

52-Week Change:-9.94%

vs S&P 500, 52 weeks:-

Beta:1.30

Valuation Multiples

PER Trailing:39.04

PER Forward:16.31

PEG Ratio:1.06

Price / Book:3.38

Price / Sales (TTM):2.02

EV / Revenue:2.52

EV / EBITDA:18.04

Dividends

Current yield:1.77%

Annual Dividend Rate:$0.96

Dividend Trailing:$0.95

Yield Trailing:1.74%

5-Year Avg Yield:1.31%

Payout Ratio:66.43%

Last Ex-Dividend Date:-

Valuation Context

P/E vs sector (indicative)

Most Recent Quarter:-

Fiscal Year (Next):-

Date Filter (Month):

Loading historical OHLCV database...

Financial Statements TTM (Trailing 12 Months)

Income Statement

Total Revenue (TTM):22.11B

Gross Profit:5.46B

EBITDA:3.09B

Net Income (TTM):1.17B

Rev Growth (YoY):+3.90%

Earnings Growth (YoY):-11.80%

Quarterly earnings growth (YoY):-15.20%

Margins

Gross Margin:-

EBITDA Margin:-

Operating Margin:-

Net Margin:-

Per Share

EPS Trailing (TTM):-

EPS Forward (Est.):$3.30

Revenue Per Share:$26.39

Cash Per Share:-

Book Value:$15.94

Last Dividend:-

Ex-Dividend Date:-

Last Split:-

Balance Sheet & Liquidity

Total cash:1.34B

Total Debt:12.39B

Net Debt (Debt - Cash):11.05B

Debt / Equity:92.00%

Current Ratio:1.02

Quick Ratio:0.55

Cash Flows

Operating Cash Flow:2.39B

Free Cash Flow (FCF):861.75M

FCF Yield (FCF / Market Cap):-

Enterprise Value:55.79B

EV / Revenue:2.52

EV / EBITDA:18.04

Profitability

ROE (Return on Equity):8.97%

ROA (Return on Assets):2.98%

PER Trailing:39.04

PER Forward:16.31

Price / Book:3.38

PEG Ratio:1.06

52-Week Change:-9.94%

S&P 500 change, 52 weeks:+14.80%

Historical Evolution (Last 4 Years)

Income Statement

Balance Sheet

Cash Flow

EPS and Earnings Per Share

Key EPS Metrics

EPS Trailing (TTM):$1.38

EPS Forward (Est.):$3.30

PER Forward:-

PEG Ratio:1.06

Growth and Margins

Earnings Growth YoY:-

Quarterly Earnings Growth YoY:-

Rev Growth YoY:-

Net Margin:-

Gross Margin:-

EBITDA Margin:-

Per Share

Revenue Per Share:$26.39

Cash Per Share:-

Book Value:$15.94

Cash Flows (TTM)

Free Cash Flow:861.75M

Operating Cash Flow:2.39B

EBITDA:3.09B

Total Revenue (TTM):22.11B

Net Income (TTM):1.17B

Fiscal Year (Last):-

EPS Surprise History - Last 4 Quarters

Actual vs. Analyst Estimates · Green = beat expectations · Red = missed

Quarter	Period	Actual EPS	Estimated EPS	Difference	Surprise %	Currency

Ownership Structure

Ownership Distribution

% Insiders:-

% Institutional:-

% Inst. (of Float):-

No. of Institutions:-

Visual distribution

InsidersInstitutionalFree Float

Shares & Short Interest

Shares Outstanding:830,580,423

Float (free shares):784,097,994

Short interest (shares):15,294,532

Short % of float:-

Short Ratio (days to cover):2.81

Short interest, prior month:-

Short Interest Date:-

Governance Score (1=Best, 10=Worst)

Overall risk:-

Audit Risk:-

Board risk:-

Compensation Risk:-

Shareholder rights risk:-

Top Institutional Holders

Position Change: ▲ Increased · ▼ Reduced · = Unchanged

Organization	Report Date	% Shares	No. Shares	Value (USD)	Change %

Top Mutual Funds

Position Change: ▲ Increased ▼ Decreased = Unchanged

Fund	Report Date	% Shares	No. Shares	Value (USD)	Change %

Recent Insider Trades

Executive / Insider	Title	Date	Action	Shares

Options Chain

Expiration Date:

CALLS

Strike	Last	Bid	Ask	Vol.	O.I.	IV

PUTS

Strike	Last	Bid	Ask	Vol.	O.I.	IV

Carrier Global Corporation (CARR) SEC filings: 10-K, 10-Q and 8-K

Direct links to financial reports filed with the SEC.

Type	Date	Official link
S-3ASR	2026-07-28	View filing ↗
8-K	2026-07-24	View filing ↗
SD	2026-05-29	View filing ↗
8-K	2026-04-30	View filing ↗
8-K	2026-04-16	View filing ↗
DEF 14A	2026-03-03	View filing ↗
S-3ASR	2026-02-06	View filing ↗
8-K	2026-02-05	View filing ↗
8-K	2025-10-28	View filing ↗
8-A12B	2025-09-05	View filing ↗

Company and Executive Profile

Carrier Global Corporation provides intelligent climate and energy solutions in the United States, Europe, the Asia Pacific, and internationally. It operates through four segments: Climate Solutions Americas; Climate Solutions Europe; Climate Solutions Asia Pacific, Middle East & Africa; and Climate Solutions Transportation. The company provides air conditioners, heating systems, heat pumps, home and building energy management systems, automation systems, aftermarket components, and repair and maintenance and rental services, as well as modernization and upgrades to meet the heating, cooling, and ventilation needs of residential and commercial customers. It also offers transport refrigeration and monitoring products, services, and digital solutions for trucks, trailers, shipping containers, and intermodal and rail applications. The company offers its products under the Carrier, Viessmann, Toshiba, Automated Logic, Bryant, CIAT, Day & Night, Heil, NORESCO, Carrier Transicold, and Sensitech brands. The company was incorporated in 2019 and is headquartered in Palm Beach Gardens, Florida.

General Information

Headquarters:United States

City:Palm Beach Gardens

Employees:47,000

Sector:Industrials

Industry:Building Products & Equipment

Website:-

Key Executives

Name	Title	Age	Total pay
Mr. David L. Gitlin	Chairman & CEO	56	3.34M
Mr. Patrick P. Goris	Executive VP and Chief Financial & Strategy Officer	53	1.44M
Mr. Gaurang Pandya ACCA, B.Com (H)	President of Climate Solutions Americas & Europe Commercial	48	1.07M
Mr. Edward Dryden	President of Climate Solutions Transportation	46	1.20M
Mr. Michael Lotfy Gierges	President of Climate Solutions Asia Pacific, Middle East & Africa	40	3.47M
Mr. Machiel Duijser	Senior Vice President of Operations	52	-
Ms. Beril Yildiz	VP, Controller & Chief Accounting Officer	46	-
Mr. Timothy N. White	Senior VP of Engineering & Technology	51	1.40M

You have seen the engine room

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Carrier Global Corporation (CARR): Quantitative Analysis

Name: Factor scores for Carrier Global Corporation (CARR)
Creator: Quant500
License: https://quant500.com/legal

Carrier Global Corporation (CARR) — Industrials — Building Products & Equipment. CARR is in the S&P 500 today. Model factor scores and market data, recalculated every trading day.

So far in 2026, CARR has returned +3.3% against +12.2% for the S&P 500 (SPY): total return, dividends included on both sides, from Dec 31, 2025 to Sep 18, 2026.

CARR ranks 381 of 466 on today's multifactor score, and 55 of the 70 Industrials companies that score. Its strongest factor is growth (Z -0.15, ranked 241 of 494); its weakest is momentum (Z -0.45, ranked 329 of 497). Each factor ranks only the companies with data for it, and the multifactor score only those with all four: that is why the totals differ.

Factor scores

The Z-Score is how many standard deviations the company sits from the index average: 0 is average, positive is better than average, negative is worse.

Factor	Z-Score	Rank
Multifactor	-0.288	381 of 466
Momentum	-0.452	329 of 497 ↓11
Value	-0.167	253 of 494 ↑3
Quality	-0.387	368 of 473 =
Growth	-0.146	241 of 494 ↑1

Market data

Metric	Value
Price	$53.88
Market Cap	44.75B
P/E	39.04
Revenue (last 12 months)	22.11B
Price / book	3.38
Book value per share	$15.94
52-week range	$50.24 – $76.76
Dividend yield	1.77%
Beta	1.30
Average volume	6,150,783
Shares outstanding	830.58M
Short interest (% of float)	2.25% (as of Aug 31, 2026)

When does CARR report earnings? 12 of its last 12, before the open →

What are CARR insiders doing? 22 transactions filed with the SEC, of them 1 buy and 1 sell, the last one on Jul 1, 2026 →

Data as of Sep 18, 2026. Source: point-in-time SEC fundamentals and closing prices. Method and formulas are on the home page.

Company Profile

Market and Valuation

Price & Market

52-Week Range

Volume

Valuation Multiples

Dividends

Valuation Context

Financial Statements TTM (Trailing 12 Months)

Income Statement

Margins

Per Share

Balance Sheet & Liquidity

Cash Flows

Profitability

Historical Evolution (Last 4 Years)

Income Statement

Balance Sheet

Cash Flow

EPS and Earnings Per Share

Key EPS Metrics

Growth and Margins

Per Share

Cash Flows (TTM)

EPS Surprise History - Last 4 Quarters

Ownership Structure

Ownership Distribution

Shares & Short Interest

Governance Score (1=Best, 10=Worst)

Top Institutional Holders

Top Mutual Funds

Recent Insider Trades

Options Chain

CALLS

PUTS

Sentiment Metrics

Expected move

Carrier Global Corporation (CARR) SEC filings: 10-K, 10-Q and 8-K

Company and Executive Profile

General Information

Key Executives

You have seen the engine room

Carrier Global Corporation (CARR): Quantitative Analysis

Factor scores

Market data